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IRA Schools

SDBA IRA School

IRAs continue to be an essential part of a person’s retirement planning. IRA rules are always changing, and more changes are expected in the near future. It is important to be informed and prepared. The South Dakota Bankers Association (SDBA) is offering its 2018 IRA School Sept. 5-7 at the Clubhouse Hotel & Suites in Sioux Falls, S.D.

MOST COMPLEX TOPICS

  • Handling of death transactions: what to do with the deceased account and the new inherited IRAs
  • Proper handling of RMDs to a living accountholder, in death situations and inherited IRAs
  • Moving of money from one account to another or another institution, including from QRPs

Future Dates for this school:

September 5 - 7, 2018 - Registration now available.